Customer Success Manager helping customers utilize Triumph's data tools effectively. Responsible for onboarding, analytics support, and relationship building in a remote role.
About the role
- Partner Success Associate at fintech company managing client relationships and training clients on products. Supporting clients through presentations and ensuring understanding of services offered.
Responsibilities
- Service and support existing and new contracted clients
- Perform in-person and virtual presentations with leasing agents and property managers
- Monitor our B2C referral pipeline and support B2B clients as their residents consider our services
- Train clients on our products and ensure full understanding, helping to answer any questions via the phone, email, or in-person
- Meet or exceed assigned quota & KPIs on a monthly basis
- Collect customer feedback on product, process and pricing changes
- Maintain customer records in CRM
- Hold site visits with partner buildings in your vicinity
- Help with local in person events
- Occasional travel to our headquarters in NYC
Requirements
- You are a self-starter: able and excited to take initiative on what’s needed for your client
- You are comfortable presenting in front of large and small groups - you can connect with a client and tell TheGuarantors story
- You have 2+ years in a training or account management role
- You have strong written and verbal communication skills
- Ability to work under pressure, organize, and prioritize responsibilities and client requests
- Nice to Have: Experience with Hubspot
- 2+ years in the multifamily industry
- Prior experience in leasing, property management, or brokerage
Benefits
- Opportunities to make an impact within a fast growing company
- Medical, dental, & vision insurance, beginning day one
- Health savings account with employer contribution
- Generous PTO and paid holidays
- Flexible working hours
- 401(k)
- Paid parental leave
- Company sponsored short and long term disability
- Flexible spending accounts (healthcare, dependent care, commuter)
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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